Institute for Wealth Management’s Live Nation Entertainment LYV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$351K	Hold	2,299	–	–	0.04%	389
2025 Q4	$328K	Sell	2,299 -12	-0.5%	-$1.73K	0.03%	415
2025 Q3	$378K	Sell	2,311 -179	-7%	-$28.3K	0.04%	394
2025 Q2	$377K	Sell	2,490 -133	-5%	-$18.3K	0.04%	377
2025 Q1	$343K	Hold	2,623	–	–	0.04%	384
2024 Q4	$340K	Hold	2,623	–	–	0.04%	372
2024 Q3	$287K	Sell	2,623 -86	-3%	-$8.32K	0.04%	425
2024 Q2	$254K	Hold	2,709	–	–	0.03%	424
2024 Q1	$287K	Hold	2,709	–	–	0.04%	401
2023 Q4	$254K	Sell	2,709 -113	-4%	-$9.72K	0.04%	405
2023 Q3	$234K	Hold	2,822	–	–	0.04%	402
2023 Q2	$257K	Sell	2,822 -122	-4%	-$9.52K	0.05%	396
2023 Q1	$206K	Sell	2,944 -285	-9%	-$20.9K	0.04%	429
2022 Q4	$225K	Buy	+3,229	New	+$239K	0.05%	402